Financial Para-Planner

SUMMARY:
Exciting opportunity to join dynamic organization.

POSITION INFO:

Our client is a team of financial planning experts looking for an financial para-planner to join their team. If you’ve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you!

Main duties and responsibilities

ü  Preparing client information and reports for financial plans

ü  Preparing investment and retirement scenarios for client financial plans

ü  Extracting policy schedules for clients

ü  Preparing quotations in respect of risk and investments on behalf of the financial planner

ü  Compiling draft financial plan for submission to financial planner for comment and recommendations

ü  Capturing personal and financial information timeously and accurately

ü  Completing and submitting application forms on behalf of new and existing clients

ü  Following up with insurers and investment houses to ensure administrative efficiency

ü  Keeping clients continuously updated on administrative processes and status quo

ü  Adhering to compliance and practice management standards set out by the organisation

ü  Liaising internally with financial planners and administrators to ensure the smooth implementation of financial solutions

ü  Building relationships with clients, colleagues and service providers

Computer literacy

ü  Must be proficient in MS Office, specifically Outlook, Word and Excel

ü  Must be willing to use cutting-edge technology in the workplace

ü  Experience on financial planning software preferred

Skills and strengths required

ü  Excellent written and verbal communication

ü  Strong interpersonal and relationship-building skills

ü  The willingness to work independently and as part of a team within a dynamic organisation

ü  Attention to detail is extremely important

What you need to apply

ü  Curriculum vitae that includes two contactable references

ü  Copy of matric certificate

ü  Copy of ID

ü  Copy of highest qualification

Please send your application to

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